Market Overview

The US, Japan, and parts of Europe had a rough week, while China, Germany, France, and the Euro Stoxx 50…

We haven’t had to change our subjective probabilities for our three alternative economic scenarios for quite some time. We are…

The US Dollar plunged rapidly last week, losing over 3.5% and pulling back to levels below 104.0, nearly erasing gains…

Last week, the news flow around tariffs rocked the markets like small craft in stormy seas, and the end result…

Dollar suffers from tariff talk and growth concerns Wednesday’s aluminum and steel tariff deadline in the spotlight US equities in…

In this week’s Tech Edge, we dive into the impact of tariffs on the AI trade and identify the areas…

Last week, we discussed the more extreme levels of bearishness that have gripped the markets as of late. “In other…

We haven’t discussed global monetary inflation for a while, mainly because very little was happening and what was happening was…

I’m sure this week will be interesting, given the CPI and PPI reports. I’m sure the administration will have plenty…

Many believe Winston Churchill coined the phrase: “Never let a good crisis go to waste.” Others think it was President…